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Old Lane, LP (New York)


Old Lane, LP is a large advisory firm based in New York. It manages $4.37 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

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Old Lane provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Old Lane: assets under management

The assets under management (AUM) of Old Lane, LP is $4.37 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $546.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Old Lane, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Citigroup Inc. Shareholder 1 Oct 1987 75% - 100% 52-1568099
Citigroup Investments Inc. Shareholder 1 Feb 2002 75% - 100% 061497445
Lp Old Lane Holdings Member, limited partner 1 Mar 2006 75% - 100% 86-1153481
Llc Old Lane Holdings Gp General partner 1 Mar 2006 Other 56-2584526
John Paul Havens Member 1 Mar 2006 25% - 50% 871302
Vikram Shankar Pandit Member 1 Mar 2006 25% - 50% 1410197
Guru Ramakrishnan Member 1 Mar 2006 25% - 50% 1707572

Based in New York

The principal office where Old Lane, LP performs its advisory services is located at 500 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Radnor, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-572-3200 or by fax 212-572-3201. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.oldlane.com.


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